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Brian Baylis

Bell Investment Advisors, Inc

Assets Managed
$639.151M
Holdings
1860
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
1.08%(2Q avg: 2.21%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bell Investment Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1860 positions.

Assets under management

The assets under management (AUM) of Bell Investment Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 639.151M in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of 2.21%. The portfolio is managed by Brian Baylis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 1.73%
10.1%
$64.514M
643,921 shares@ $100.19 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 8.2%
9.5%
$60.673M
2.179M shares@ $27.85 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 1.28%
7.73%
$49.401M
1.052M shares@ $46.95 avg price
TDTT
Flexshares Iboxx 3-year Targ
Recent Activity
Increased 2.36%
7.59%
$48.458M
1.999M shares@ $24.24 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -1.01%
5.79%
$36.945M
426,169 shares@ $86.7 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -5.98%
4.94%
$31.528M
644,359 shares@ $48.93 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.56%
3.62%
$23.112M
901,405 shares@ $25.65 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -4.44%
3.32%
$21.166M
88,196 shares@ $240.0 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.95%
3.05%
$19.477M
99,270 shares@ $196.2 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.77%
2.44%
$15.553M
81,085 shares@ $191.82 avg price

1-10 of 1860